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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,731 | $125,778-79.5% | $114,563-77.5% | $154,746-83.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 21.88% | 295.14%-273.3pp | 241.09%-219.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $3,839 | $2,806+36.8% | $2,592+48.1% | $4,379-12.3% |
| Participant deferral / active EE | $3,457 | $4,445-22.2% | $4,142-16.5% | $6,730-48.6% |
| Admin fee / account holder | $905 | $8,190-89.0% | $7,623-88.1% | $14,365-93.7% |